# Swift Run Capital Management

> Swift Run Capital Management is a state-registered investment advisory firm in Charlottesville, VA, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 159345
- Filed as: SWIFT RUN CAPITAL MANAGEMENT
- Legal name: Swift Run Capital Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Charlottesville, VA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/159345
- AdvisorCensus page: https://advisorcensus.com/firm/swift-run-capital-management-charlottesville-va-159345

## Quick answers

**How is Swift Run Capital Management compensated?**
On its Form ADV (Item 5.E, October 2026), Swift Run Capital Management reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Swift Run Capital Management located?**
Swift Run Capital Management's principal office is in Charlottesville, VA, according to its Form ADV.

**Is Swift Run Capital Management registered with the SEC or a state?**
Swift Run Capital Management is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 159345.

**How much does Swift Run Capital Management manage?**
Swift Run Capital Management reports $88,100,000 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (69% discretionary).

**What types of clients does Swift Run Capital Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (40); individuals (other than high net worth individuals) (12); corporations or other businesses not listed above (5).

**Does Swift Run Capital Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/159345

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $88,100,000
- Discretionary: $60,800,000
- Non-discretionary: $27,300,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 12 | $7,400,000 |
| High net worth individuals | 40 | $68,200,000 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 5 | $12,500,000 |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- swiftruncapital.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Swift Run Capital Management (CRD 159345): Form ADV filing data as of October 2026.